Connect viaSocket utilities and Lofty to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for viaSocket utilities
Choose an Action
Automatically do this!
Create New Lead
Add Note to Lead
Update Lead
Search Leads
Send Email To Agent
Send SMS to Sales Agent
Create Agent
List Transactions
Create Task for Lead
Ready to use viaSocket utilities and Lofty automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Lead Is Added
Runs when new lead is added
Lead Updated
Runs the workflow automatically whenever a contact is updated in Lofty.
Lead Pipeline Changed
Runs the workflow automatically whenever a lead's pipeline stage changes in Lofty.
New Transaction
Runs the workflow automatically whenever a new transaction is created in Lofty.
New Task Added
Enter trigger Description Here
New Appointment Added
Runs the workflow automatically when a new appointment is added in Lofty.
Do thisActions
Action is the task that follows automatically within your viaSocket utilities integrations.
Pause Workflow
Pause workflow for X minutes
Flow in Flow
Run another workflow from your current workflow
Run AI Action
Run an AI task with inputs
Create New Lead
Create a new lead
Add Note to Lead
Add a note to a lead
Update Lead
Update lead details
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Know More About Viasocket Utilities and Lofty Integrations
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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
What are Webhooks - Definition, Working, Usage & Examples | A Complete Guide
Discover what webhooks are, how they work, and when to use them. Compare push-based webhooks with APIs and polling, with practical examples and ViaSocket integration.
Frequently Asked Questions
To start, connect both your viaSocket utilities and Lofty accounts to viaSocket. Once connected, you can set up a workflow where an event in viaSocket utilities triggers actions in Lofty (or vice versa).
Absolutely. You can customize how viaSocket utilities data is recorded in Lofty. This includes choosing which data fields go into which fields of Lofty, setting up custom formats, and filtering out unwanted information.
The data sync between viaSocket utilities and Lofty typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between viaSocket utilities and Lofty. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About viaSocket utilities
Utility services for viasocket.com provide essential tools and functionalities to enhance and streamline workflow automation, enabling users to connect various applications and automate tasks efficiently.
Learn MoreAbout Lofty
Lofty is a cloud-based tool for creating, organizing, and tracking tasks and projects.
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